San Diego, California Office

3655 Nobel Drive
Suite 200
San Diego, CA 92122

Phone: (858) 622-9009

Fax: (858) 622-9028

Richard C. Donnelly

Richard C. Donnelly, CIMA®, RLP®

Senior Wealth Advisor/Partner

San Diego, California

  • Rich takes an approach based not on a single, rigid, financial solution, but on a vital process in which your wealth is always at the service of your life.

  • Rich founded his own wealth management firm, Donnelly Wealth Advisors, Inc., in 1997, and united it with EP Wealth Advisors in 2018.

  • Richard graduated from San Diego State University, earning a B.S. and University of San Diego, Graduate Work in Finance. He holds the Certified Investment Management Analyst®, and Registered Life Planner® designations.

  • He enjoys spending his free time playing golf, bicycling, hiking, and traveling. Rich lives in La Jolla with his wife, Joscylen, and son, Brian.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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